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Trade Desk

775 hedge funds and large institutions have $20.7B invested in Trade Desk in 2023 Q1 according to their latest regulatory filings, with 128 funds opening new positions, 279 increasing their positions, 259 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more first-time investments, than exits

New positions opened: 128 | Existing positions closed: 78

37% more capital invested

Capital invested by funds: $15.1B → $20.7B (+$5.58B)

29% more funds holding in top 10

Funds holding in top 10: 1722 (+5)

5% more funds holding

Funds holding: 737775 (+38)

8% more repeat investments, than reductions

Existing positions increased: 279 | Existing positions reduced: 259

0.44% more ownership

Funds ownership: 75.4%75.84% (+0.44%)

21% less call options, than puts

Call options by funds: $655M | Put options by funds: $827M

Holders
775
Holders Change
+38
Holders Change %
+5.16%
% of All Funds
12.35%
Holding in Top 10
22
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+29.41%
% of All Funds
0.35%
New
128
Increased
279
Reduced
259
Closed
78
Calls
$655M
Puts
$827M
Net Calls
-$172M
Net Calls Change
-$261M
Name Holding Trade Value Shares
Change
Change in
Stake
AIM
601
Anchor Investment Management
South Carolina
$192K -$226K -4,250 -57%
O
602
Ossiam
France
$181K +$17.5K +328 +12%
OAM
603
Ostrum Asset Management
France
$169K +$148K +2,775 New
HI
604
Harbour Investments
Wisconsin
$165K
PA
605
PSI Advisors
Florida
$160K
FHA
606
First Horizon Advisors
Tennessee
$157K -$8.68K -163 -6%
AF
607
Allworth Financial
California
$146K +$10.6K +199 +9%
T
608
TOBAM
France
$145K +$127K +2,383 New
LC
609
Lindbrook Capital
California
$141K +$1.65K +31 +1%
CCM
610
Chilton Capital Management
Texas
$137K +$120K +2,248 New
AF
611
Advisornet Financial
Minnesota
$133K +$67.1K +1,261 +137%
YDMI
612
Y.D. More Investments
Israel
$127K
CLOS
613
Compagnie Lombard Odier SCmA
Switzerland
$122K
EWA
614
EverSource Wealth Advisors
Alabama
$121K -$1.49K -28 -1%
SSB
615
Sandy Spring Bank
Maryland
$121K
NHT
616
New Hampshire Trust
New Hampshire
$119K
DFCM
617
Dark Forest Capital Management
Puerto Rico
$119K +$63K +1,184 +155%
TRCT
618
Tower Research Capital (TRC)
New York
$114K -$865K -16,245 -90%
TWM
619
Tradition Wealth Management
Minnesota
$114K -$373 -7 -0.4%
AWM
620
Abound Wealth Management
Tennessee
$114K
HFM
621
Harvest Fund Management
China
$111K -$208K -3,911 -68%
NFSG
622
Newbridge Financial Services Group
Florida
$108K
UB
623
UMB Bank
Missouri
$104K
RDFA
624
Ritter Daniher Financial Advisory
Ohio
$102K -$1.12K -21 -1%
TIM
625
Thompson Investment Management
Wisconsin
$94.7K +$82.8K +1,555 New